Nvidia Pours $4B Into Photonics for AI Data Centers
Nvidia invests $2 billion each in Lumentum and Coherent to develop silicon photonics for next-generation AI factories, signaling that copper interconnects have hit their ceiling.
Data centers
AI Is Killing Desk Jobs and Begging for Electricians
A 439,000-worker construction shortage is delaying AI data centers while electricians command $200K salaries and Big Tech scrambles to fill the gap.
Trump's Plan to Kill State AI Laws Splits the GOP
Trump's executive order threatens to sue any state that regulates AI, but Republican governors, Heritage Foundation allies, and grassroots conservatives are pushing back hard - with Florida's AI Bill of Rights as the test case.
CoreWeave Crashes 19% After Earnings Reveal a $35 Billion Spending Gamble
CoreWeave stock plunged nearly 19% after Q4 earnings revealed widening losses, an 894% debt-to-equity ratio, and plans to spend up to $35 billion on data center expansion in 2026.
Meta Signs Multibillion-Dollar Deal to Rent Google TPUs - Completing a Three-Way Chip Strategy
Meta has agreed to rent Google's Ironwood TPUs through Google Cloud to train next-generation AI models, adding a third major chip supplier alongside Nvidia and AMD in a single month.
Seven Tech Giants Will Sign Trump's 'Ratepayer Protection Pledge' to Build Their Own Power for AI Data Centers
Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI will meet at the White House on March 4 to sign a voluntary pledge to build, bring, or buy their own electricity supply for AI data centers - but the agreement has no enforcement mechanism.
